David Tuebner is a financial advisor with Morgan Stanley in New Orleans, LA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services, utilizing structured discovery processes and firm-approved tools to develop tailored plans.

Maria Johnson is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has worked since 1992. Over her 32-year tenure, she has collaborated with families to develop financial plans aimed at achieving their goals. Her client focus areas include Divorce Transition Planning, Education Planning, Family Wealth Management Strategies, Services for Endowments, Foundations, and Non-profits, Managing New Wealth, Philanthropic Planning, Small Business Strategies, Women and Wealth, Tax Minimization, and Retirement Income. Maria holds a Bachelor's degree in Business from the University of New Orleans and holds the Professional Investment Advisor (PIA) designation. She is originally from New Orleans and remains active in the local community through volunteer work with the Louisiana Children’s Museum, the Preservation Resource Center, and the Junior League of New Orleans. She also serves on the Board of Trustees at Christ School and is a member of the Kappa Kappa Gamma House Board. Outside of her professional work, Maria enjoys fishing, football, hunting, knitting and crocheting, pottery, soccer, spending time with her family, and traveling.

Joseph Parker is a Series 66-licensed financial advisor at Merrill with three years of industry experience. He previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities before joining Merrill. Outside of his advisory role, he is a general partner and managing member of Alloway Partners, where he engages in property upkeep activities. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by providing managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes manager selection and tax-focused investment strategies, leveraging its affiliation with Bank of America and a broad capital markets platform.

Charla Bouchie is a CFP® with 33 years of experience in the financial services industry. She has been with Ameriprise since 2005, currently serving as an advisor at their Belle Chasse, LA office. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver detailed recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Cameron Mazoue is a financial advisor with LPL Enterprise, holding a Series 66 license and one year of industry experience. Prior to joining LPL Enterprise, he worked at Sher Garner Law Firm and held various roles including positions at Central Stat Care and Rouses Grocery Store. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, consulting, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.

Diana Matherne is a financial advisor with Ameriprise in Mandeville, LA, holding a Series 66 designation and 28 years of industry experience. She has been with Ameriprise since 2016, including its affiliated entities. Outside of her advisory role, she serves as secretary for two consulting companies and is a member of the finance committee at North Cross Methodist Church in Madisonville, LA. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendations that are reviewed annually.

Ashley Hitchcock is a financial advisor at Morgan Stanley in New Orleans, LA, with seven years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2018. Her prior work includes roles at Axa Advisors, LSU Sustainability, and Louisiana State University. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process using firm-approved tools and investment modeling to support client goals.

Zachery Meynard is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses, with two years of industry experience. His prior roles include positions at LCP Institutional, Cardea Capital, and Lakeview Capital Partners. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Austin Schulz is a financial advisor at Raymond James Financial with five years of industry experience. He holds a Series 66 designation and is concurrently employed in administrative roles at Charles Genois & Co. and Impera Wealth Management LLC, both located in Metairie, LA. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a broad client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using risk profiling and analytical modeling, supporting implementation through advisory programs and maintaining specialized services such as municipal advising and SIMPLE IRA plan consulting.

Jose Aleman Jr. is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has worked at Edward Jones and Charles Schwab. His background also includes roles outside the financial industry, such as positions at New Orleans Country Club and Resorts Casino Hotel. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm provides discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Jeremy Callegan is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. He previously worked at Avantax Investment Services and John Hancock prior to joining Cetera in 2025. Callegan serves as President of the Shaw Alumni Association, a volunteer role focused on coordinating events and supporting alumni activities. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and advisory services delivered via a multi-manager platform that includes affiliated and third-party model portfolios as well as customized investment strategies.

Brent Lyons is a financial advisor with Edward Jones, holding a Series 66 designation and bringing 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Tomika Boudreaux is a Series 66-licensed financial advisor with 18 years of industry experience, currently with Osaic Wealth. Her prior roles include positions at Royal Alliance Associates, Cardea Capital Group, Advisor Group, FSC Securities Corporation, and Francis Financial Group. Outside of finance, she is involved in entertainment ventures that host themed adult events, mobile paint parties, and she has experience as a freelance model. Osaic Wealth serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charities through a large advisor network and multiple platforms. The firm offers comprehensive brokerage and advisory services using a range of asset-allocation tools and access to third-party investment managers.

Jonathan Leader is a financial advisor at Morgan Stanley with nine years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2023, and previously was with Westrock Asset Management, LLC from 2016 to 2022. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers structured planning processes and a broad range of investment and financial products.

Forrest Smith is a financial advisor with Raymond James Financial in Metairie, LA, holding CFP® and Series 66 credentials and bringing 12 years of industry experience. He has been associated with Raymond James Financial Services and its related entities since 2014. Outside of his advisory work, he has involvement with Eagle Janitorial Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, corporate, and institutional clients. The firm uses tailored non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jenny Jones is a financial advisor with Morgan Stanley in New Orleans, LA, holding a Series 66 designation and possessing 21 years of industry experience. She has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she manages real estate properties as a sole proprietor. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

Monica Cassara is a financial advisor at Morgan Stanley with two years of industry experience. She holds a Series 66 designation and has previously worked in several roles, including positions at Quail Hollow Club, Churchill Downs Racetrack, Pebble Beach Company, Augusta National Golf Club, and Joseph M. Cassara D.D.S. Morgan Stanley Wealth Management provides a range of advisory programs for individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process relies on structured discovery conversations and approved planning tools, serving clients through both direct and employer-sponsored agreements.

Ann Ewin is a CFP®-designated financial advisor with LPL Financial, based in Metairie, LA, and has 42 years of industry experience. She has been associated with Linsco Private Ledger Corp. since 2006. Outside of her advisory work, she is involved with a personal business entity, Ann A. Ewin, LLC, and spends part of her time in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm offers diversified financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and technology-driven investment strategies.

Wellington Brannon is a Series 63 licensed financial advisor with Primerica Advisors in New Orleans, LA, where he has worked since 1987. He has 39 years of industry experience and has also been associated with Primerica Financial Services since 1986. Outside of advisory work, he is involved in the sale of loan products and home-related services through affiliates of Primerica. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities while providing a tiered wrap fee structure.

Charles Lodriguss is a financial advisor with Thrivent Investment Management in Harvey, LA, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. He has been with Thrivent Investment Management and its predecessor, Thrivent Financial for Lutherans, since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering both one-time and ongoing planning engagements. The firm’s approach includes holistic, goal-based analyses across various financial topics, with options to combine planning with managed-account services under a consolidated billing program called WealthPlan.